Contour Asset Management’s Toast TOST Stock Holding History

Contour Asset Management’s Portfolio TOST Stock Details TOST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,703,500	Closed	-$28.5M	–	33
2022 Q3	$28.5M	Buy	+1,703,500	New	+$29.5M	2.29%	18
2022 Q2	–	Sell	-3,998,084	Closed	-$86.9M	–	26
2022 Q1	$86.9M	Buy	3,998,084 +3,047,819	+321%	+$68.8M	3.53%	13
2021 Q4	$33M	Buy	950,265 +286,261	+43%	+$13.2M	1.19%	25
2021 Q3	$33.2M	Buy	+664,004	New	+$36.3M	1.45%	23

Other funds holding TOST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GIM

Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return

HCM

HMI Capital Management San Francisco, California $712M AUM 26.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

GCP

Greenoaks Capital Partners Orinda, California $2.36B AUM 17.42% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Contour Asset Management's TOST Position: Q4 2022 in Review

Contour Asset Management sold out of Toast (TOST) in Q4 2022, closing a stake of 1,703,500 shares — an estimated $28.5M sold.

Contour Asset Management first reported a position in TOST in Q3 2021 and held it in 4 quarters. The position peaked at $86.9M in Q1 2022. 344 funds tracked by Wall St. Rank hold TOST as of Q4 2022.

Contour Asset Management reported no remaining Toast position as of Q4 2022 after selling out during the quarter.
Contour Asset Management sold 1,703,500 Toast shares in Q4 2022, an estimated $28.5M.
Contour Asset Management first reported a position in Toast in Q3 2021 and held it in 4 quarters.
Contour Asset Management's Toast position peaked at $86.9M in Q1 2022.
344 funds tracked by Wall St. Rank held Toast as of Q4 2022.

Based on Contour Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.